Q2 2026 Outlook: New World Order
We are pleased to share our Q2 2026 Outlook: New World Order, our forward-looking assessment of the forces shaping markets, portfolios, and policy.
In the lead article, Chief Investment Officer Michael Crook explores how shifting global dynamics, including supply constraints, geopolitical developments, and evolving policy expectations, may be reshaping the investment landscape and challenging widely held assumptions.
The publication also outlines our current economic and asset allocation views, including considerations for equities, fixed income, and private markets in an environment where inflation and interest rates may remain elevated relative to the prior decade.
The highlights include:
- A private credit spotlight from Nora Pickens, Partner, Investment Strategy, on recent redemption activity and structural considerations within semi-liquid vehicles
- An equities perspective from Michael LoCasale, Director, Investment Strategy, on valuation, market concentration, and historical context
This material reflects our views as of the publication date, is for informational purposes only, and should not be considered investment advice. Forward-looking statements are subject to risks and uncertainties.
Download the Q2 2026 Outlook here.
Download NowDisclosures & Important Information
Any views expressed above represent the opinions of Mill Creek Capital Advisers ("MCCA") and are not intended as a forecast or guarantee of future results. This information is for educational purposes only. It is not intended to provide, and should not be relied upon for, particular investment advice. This publication has been prepared by MCCA. The publication is provided for information purposes only. The information contained in this publication has been obtained from sources that
MCCA believes to be reliable, but MCCA does not represent or warrant that it is accurate or complete. The views in this publication are those of MCCA and are subject to change, and MCCA has no obligation to update its opinions or the information in this publication. While MCCA has obtained information believed to be reliable, MCCA, nor any of their respective officers, partners, or employees accepts any liability whatsoever for any direct or consequential loss arising from any use of this publication or its contents.
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